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Graeme Macmillan

Graeme Macmillan of Macmillan Financial Planning Limited is based in Evanton. Graeme has up to 19 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsibility for MCD Intermediation
Responsible for Insurance Distribution
SMF16 Compliance Oversight
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
True Potential Wealth Management LLP25/11/2011 to 12/09/2012
Quilter Financial Planning Solutions Limited15/05/2006 to 03/01/2012
RL Marketing (CIS) Limited30/11/2004 to 17/05/2006
Royal London (CIS) Limited30/11/2004 to 17/05/2006
RLUM Limited30/11/2004 to 17/05/2006
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.